Charitable Bequests Management & Gift Planning

OUR SERVICES

Charities and not-for-profit entities have significant legal responsibilities regarding the handling of the charitable gifts and bequests they receive, as well as in the disbursement of funds in furtherance of their missions.

At Sweatman Law Firm, we assist not-for-profit organizations in complying with the law and maintaining the ethical standards required in the handling of charitable bequests and gifts. We can:

Provide general advice, training and consulting services

Provide routine and ongoing auditing and review of powers of attorney files

In addition to advice and services regarding charitable gift management, our firm assists charities and not-for-profit organizations with a full range of legal services regarding the formation, organization and operation of not-for-profit entities.

Experience You Can Depend On

The founding and managing partner of our firm, Jasmine Sweatman has extensive experience in estate planning, estate administration and charity and not-for-profit law. Jasmine is the author of Bequest Management for Charitable Organizations (2003), published by Butterworths, and she is also a principal of Sweatman Windeyer Consultants, a firm that provides training and consulting services for Canadian charities and not-for-profit organizations.

An ethical or legal issue related to a charitable gift can result in a significant public relations challenge that could have a long-lasting effect on your organization’s fund-raising operations. We can help you identify potential problems in a bequest or gift, and advise you how to respond. Sweatman Law is your source for advice and expertise regarding charitable gift planning.

To learn more about how our firm can help your organization comply with the law and its ethical responsibilities, contact Sweatman Law Firm online. We are committed to serving clients in Oakville, Milton, Georgetown and surrounding areas.

SWEATMAN LAW FIRM GEORGETOWN

DISCLAIMER:

This website is made available by the lawyer or law firm for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this website, you understand there is no attorney client relationship between you and the lawyer/law firm. The website should not be used as a substitute for competent legal advice from a licensed professional lawyer in Ontario.

Sweatman Law has offices located in Oakville, Milton, and Georgetown, servicing clients throughout Ontario including Halton Region, Peel Region and the rest of the GTA.